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Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	EP Elkfork Partners Portland, Oregon	$13.7M	-$6.81M	2	0.33%	Reduced
227	ABC Anchor Bolt Capital Chicago, Illinois	$13.6M	+$4.53M	1	1.31%	Increased
228	TU TDAM USA Toronto, Ontario, Canada	$13.6M	-$263K	2	0.95%	Reduced
229	Assenagon Asset Management Senningerberg, Luxembourg	$13.3M	+$11.2M	3	0.1%	Increased
230	Achmea Investment Management Zeist, Netherlands	$13.3M	+$12.9M	1	0.51%	New
231	Commonwealth Equity Services Waltham, Massachusetts	$13.2M	-$504K	3	0.06%	Reduced
232	AL AJO LP Philadelphia, Pennsylvania	$13.1M	+$3.28M	2	0.07%	Increased
233	Mackenzie Financial Toronto Ontario, Ontario, Canada	$13M	-$2.93M	2	0.03%	Reduced
234	Loomis, Sayles & Company Boston, Massachusetts	$12.9M	-$1.38M	2	0.02%	Reduced
235	LPL Financial San Diego, California	$12.9M	+$856K	3	0.03%	Increased
236	GAI General American Investors New York	$12.8M	$0	1	1.22%	Maintained
237	Meyer Handelman Company Rye Brook, New York	$12.7M	-$232K	2	0.65%	Reduced
238	AR Advisory Research Chicago, Illinois	$12.7M	+$51.2K	1	0.25%	Increased
239	PP Prospector Partners Guilford, Connecticut	$12.6M	+$24.3K	2	1.73%	Increased
240	MetLife Investment Management Whippany, New Jersey	$12.6M	-$1.54M	4	0.14%	Reduced
241	Hancock Whitney Gulfport, Mississippi	$12.3M	-$1.03M	1	0.39%	Reduced
242	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$12.2M	-$8.7M	1	0.09%	Reduced
243	SCM SKBA Capital Management San Francisco, California	$12.2M	-$243K	1	1.94%	Reduced
244	Man Group London, United Kingdom	$11.9M	-$5.05M	2	0.04%	Reduced
245	MC Martin Currie Edinburgh, United Kingdom	$11.9M	+$2.27K	1	0.85%	Increased
246	State of Alaska Department of Revenue Juneau, Alaska	$11.9M	+$105K	4	0.2%	Increased
247	Los Angeles Capital Management Los Angeles, California	$11.8M	+$6.15M	2	0.06%	Increased
248	DA Denali Advisors San Diego, California	$11.8M	+$1.07M	1	1.77%	Increased
249	Royce & Associates New York	$11.7M	-$827K	3	0.11%	Reduced
250	FP Foundry Partners Minneapolis, Minnesota	$11.6M	-$6.65M	1	0.46%	Reduced